Wealth Advisor
TwinThread LLC
TwinThread is seeking a Private Client Advisor in Monterey, California, to offer comprehensive financial planning and investment solutions to clients. You will support clients from various financial backgrounds, focusing on relationship management rather than portfolio management. The ideal candidate will have at least 2 years of experience in a financial advisor role, possess necessary licenses, and demonstrate success in client acquisition and relationship building. #J-18808-Ljbffr
Vacancy posted 2 days ago
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